Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

Nicholas Ignatowski, CFP®, CFS®, CRPS®

Nicholas Ignatowski, CFP®, CFS®, CRPS®

Managing Partner

  

Professional Objective:
To work with individuals and small-to-mid-sized businesses and provide knowledge, guidance and understanding of their 401(k) plans. My team will provide one-on-one attention to the plan participants and assist them in their asset allocation strategies.
 
Personal:
Born and raised in Milwaukee
Raised in a second generation family business
Sons Logan, Maxwell and Victor
 
Securities Registrations, held with LPL Financial:
Series 7    General Securities Representative  
Series 24  General Securities Principal
Series 53  Municipal Securities Principal
Series 63  Uniform Securities Agent State Law Examination
Series 65  Uniform Investment Adviser Law Examination
 
Professional Designations:
CFP®  (CERTIFIED FINANCIAL PLANNER™ Practitioner)
CFS®   (Certified Fund Specialist)
CRPS®(Chartered Retirement Plans Specialist)
CAS®  (Certified Annuity Specialist)
 
Professional Organizations:
FPA      (Financial Planners Association)
NAIFA  (National Association of Insurance & Financial Advisors)
CFDD   (Center For Due Diligence)
 
National Conference Presentations:
ASPPA (American Society of Pension Professionals and Actuaries), Orlando, FL.
CFDD   (Center for Due Diligence), Chicago, IL.
 
Accomplishments:
  • Multiple year winner of the "Five Star Wealth Manager" Award, as seen in Milwaukee Magazine.
  • Board Member, Institute of Business & Finance Board of Advisors, San Diego, CA.
  • Past President & past IFAPAC Chairman, National Association of Insurance and Financial Advisors, Southeastern WI.
  • Provided ongoing national education and training to attorneys, CPAs and other investment professionals regarding qualified retirement plans.

*2012, 2014, 2015 & 2016 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.

Phone 414-282-4000
Fax 414-282-7700
Mobile Phone 414-698-5546